PDF Reports

Branded reports you can share as they are

Generate a PDF for the whole business or a single channel, covering the period you choose, and keep a history of every report.

Reports

Harbor & Pine Dental · October 2026

Available
  • Executive Business Performance Report
  • Website Performance Report
  • Organic Search Performance Report
  • Google Ads Performance Report
  • Financial Performance Report
  • Growth Recommendations Report

Demonstration data for a fictional business. No customer information is shown.

What you can report on

  • Executive, website, search, advertising, financial and recommendations reports
  • Valtrivo-branded layout for owners and clients
  • Any reporting period, with comparisons
  • Saved report history for each business
  • On Intelligence: the Monthly Business Growth Review PDF, generated on demand

Why it helps business owners

  • Share results with partners or clients without rebuilding slides
  • Keep a consistent record of performance over time
  • Download a report whenever you need one

How the data connection works

  1. 1Reports include whichever sources are connected to the business.
  2. 2Generate and download from the Reports page. On Intelligence, schedule reports to be emailed automatically.

Questions about access? Visit the Help Center.

Availability

Available

Available on the Performance plan and above.

Included from
Performance
Data source
All connected sources

PDF Reports is included in Performance

Create an account to set up your business, or compare every plan first.